Resources
Product workflows and consulting guides
Explore the product with a specific engagement in mind. The guides use explicit examples so you can check the arithmetic and decide whether the workflow fits.
Choose your workflow
Retainer management
Retainer Management Software for Agencies
Manage included hours, rollover, overage and retainer periods in Billable8. Track delivery cost and prepare the amount to invoice.
Delivery profitability
Agency Profitability Software for Client Work
Compare client project value with configured delivery costs. Billable8 connects time, frozen rates and billing review for consulting teams.
Consultant time tracking
Time Tracking for Consultants
Track consulting time from tasks, a timer or the weekly grid. Keep client projects, rates and billing review together in Billable8.
Practical guides
Retainer field guide
Retainer Rollover and Overage: A Worked Example
A practical example of included hours, carry-in and retainer overage, with checks for expiry, billing dates and period close.
Billing review checklist
Month-End Billing Checklist for Consulting Teams
A consulting billing checklist covering time, rates, retainer periods, approvals, delivery margin and the handoff to accounting.
Why we built it
Need to check a particular rule? Talk to the team.